SEC 13F Intelligence

Continuum Wealth Advisors, LLC / GLDM

Continuum Wealth Advisors, LLC’s World Gold Tr Position

Does Continuum Wealth Advisors, LLC own World Gold Tr (GLDM)? Yes — 254.7K shares worth $24M (+9.79% of its 13F portfolio) as of Q1 2026, down from 277.2K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
254.7K
% of Portfolio
+9.79%
Quarters Held
9
currently held

Position History GLDM

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $9MQ1 ’25Q2 ’25: $15MQ3 ’25: $19MQ3 ’25Q4 ’25: $24MQ1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026254.7K$24M+9.79%
Q4 2025277.2K$24M+9.14%
Q3 2025245.2K$19M+7.99%
Q2 2025227.6K$15M+7.16%
Q1 2025148.0K$9M+4.70%
Q4 2024136.2K$7M+3.58%
Q3 2024129.0K$7M+3.61%
Q2 2024155.9K$7M+3.78%
Q1 2023180.2K$7M+5.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Continuum Wealth Advisors, LLC’s full portfolio or all institutional holders of GLDM.